Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2023 | 41 |
Cetera Advisor Networks LLC | 41 | 41 | 0.02% | 0.13% | 1.14% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.08% | 0.26% | Q3 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
PARK NATIONAL CORP /OH/ | 39 | 39 | 0.04% | 0.12% | 0.33% | Q2 2014 | Q4 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.05% | 0.18% | 0.30% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 31 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
USCA RIA LLC | 33 | 33 | 0.04% | 0.14% | 0.19% | Q2 2013 | Q2 2021 | 33 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 32 |
Regal Investment Advisors LLC | 13 | 1 | 0.01% | 0.46% | 0.74% | Q1 2014 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 31 |
GOLDMAN SACHS GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 30 | 30 | 0.02% | 0.18% | 0.52% | Q1 2015 | Q2 2022 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.07% | 0.35% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 29 | 29 | 0.02% | 0.08% | 0.31% | Q3 2013 | Q3 2020 | 29 |
SYNOVUS FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 29 |
HM PAYSON & CO | 18 | 11 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 29 |
Hapanowicz & Associates Financial Services, Inc | 28 | 28 | 4.51% | 8.19% | 14.50% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2019 | 27 |
HBK Sorce Advisory LLC | 20 | 1 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 27 |
Advisory Services Network, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 26 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 15 | 10 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2019 | 25 |
Steward Partners Investment Advisory, LLC | 25 | 25 | 0.01% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q1 2019 | 24 |
Legacy Private Trust Co. | 22 | 2 | 0.05% | 0.37% | 0.69% | Q4 2013 | Q4 2019 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
LVZ, Inc. | 22 | 2 | 0.11% | 0.23% | 0.32% | Q3 2015 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 24 | 24 | 0.00% | 0.05% | 0.29% | Q4 2016 | Q3 2022 | 24 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.05% | 0.24% | 0.60% | Q2 2013 | Q4 2018 | 23 |
Private Advisor Group, LLC | 14 | 2 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 22 |
Citadel Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 22 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 12 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 21 |
WEDBUSH SECURITIES INC | 12 | 9 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q1 2023 | 21 |
Allworth Financial LP | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.11% | Q3 2018 | Q3 2023 | 21 |
OPPENHEIMER & CO INC | 11 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2020 | 20 |
Bison Wealth, LLC | 18 | 2 | 0.14% | 0.27% | 0.39% | Q3 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.15% | 0.20% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Cetera Advisors LLC | 10 | 9 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Northeast Financial Consultants Inc | 14 | 1 | 0.02% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 19 |
OneDigital Investment Advisors LLC | 14 | 5 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Stratos Wealth Partners, LTD. | 10 | 9 | 0.01% | 0.05% | 0.18% | Q3 2016 | Q2 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Global Retirement Partners, LLC | 11 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Camelot Portfolios, LLC | 18 | 18 | 0.12% | 0.35% | 0.76% | Q1 2018 | Q2 2022 | 18 |
IFG Advisory, LLC | 17 | 17 | 0.29% | 0.41% | 0.49% | Q3 2019 | Q3 2023 | 17 |
FMR LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Gladstone Institutional Advisory LLC | 11 | 6 | 0.02% | 0.21% | 0.74% | Q4 2018 | Q3 2023 | 17 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 17 | 0.09% | 0.21% | 0.36% | Q3 2019 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2020 | 17 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 17 |
PEAPACK GLADSTONE FINANCIAL CORP | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Laurel Wealth Advisors, Inc. | 17 | 17 | 0.08% | 0.12% | 0.15% | Q4 2015 | Q4 2019 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.13% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.25% | 0.34% | 0.39% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 7 | 3 | 0.01% | 0.16% | 1.99% | Q4 2016 | Q3 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Pinnacle Family Advisors, LLC | 13 | 2 | 0.13% | 1.66% | 9.07% | Q4 2016 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
First Heartland Consultants, Inc. | 4 | 1 | 0.09% | 0.18% | 0.56% | Q2 2013 | Q2 2022 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.04% | 0.33% | 0.49% | Q2 2016 | Q4 2019 | 15 |
Cypress Wealth Services, LLC | 14 | 14 | 0.15% | 0.37% | 0.78% | Q4 2017 | Q1 2021 | 14 |
Clarus Wealth Advisors | 14 | 14 | 0.01% | 0.21% | 0.32% | Q2 2018 | Q3 2021 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.09% | 0.20% | 0.34% | Q2 2014 | Q3 2017 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Western Wealth Management, LLC | 8 | 1 | 0.03% | 0.58% | 1.19% | Q4 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q2 2016 | 13 |
WINTRUST INVESTMENTS LLC | 13 | 13 | 0.11% | 0.30% | 0.53% | Q3 2016 | Q3 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 0.16% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Astor Investment Management LLC | 12 | 12 | 0.34% | 2.47% | 4.02% | Q1 2014 | Q4 2016 | 12 |
Sigma Planning Corp | 6 | 2 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q1 2022 | 12 |
Equitable Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2017 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 11 | 11 | 0.77% | 1.28% | 1.61% | Q1 2021 | Q3 2023 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 11 |
IFC Holdings Incorporated/FL | 4 | 3 | 0.04% | 0.08% | 0.20% | Q4 2013 | Q4 2017 | 11 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
WEALTHSOURCE PARTNERS, LLC | 11 | 11 | 0.40% | 0.45% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Financial Advocates Investment Management | 10 | 1 | 0.03% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 11 |
NORTHWEST WEALTH MANAGEMENT, LLC | 8 | 3 | 0.56% | 0.67% | 1.17% | Q4 2016 | Q3 2019 | 11 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.03% | 0.14% | 0.33% | Q1 2016 | Q1 2019 | 10 |
FLOW TRADERS U.S. LLC | 6 | 2 | 0.00% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.43% | 0.60% | 0.86% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Kozak & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TOTAL INVESTMENT MANAGEMENT INC | 7 | 2 | 0.05% | 1.32% | 6.07% | Q3 2020 | Q4 2022 | 9 |
Spectrum Wealth Advisory Group, LLC | 9 | 9 | 3.59% | 5.72% | 7.47% | Q1 2021 | Q1 2023 | 9 |
Dorsey Wright & Associates | 5 | 2 | 0.02% | 1.27% | 3.98% | Q4 2013 | Q4 2021 | 9 |
StoneX Group Inc. | 9 | 9 | 0.16% | 0.26% | 0.39% | Q4 2017 | Q4 2019 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.23% | 0.30% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Arrow Investment Advisors, LLC | 5 | 2 | 3.38% | 3.97% | 5.01% | Q4 2013 | Q4 2021 | 9 |
STEPHENS INC /AR/ | 7 | 2 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 9 |
Rockefeller Capital Management L.P. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
AE Wealth Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Sowell Financial Services LLC | 5 | 2 | 0.00% | 0.07% | 0.29% | Q4 2018 | Q2 2021 | 9 |
Transamerica Financial Advisors, Inc. | 6 | 3 | 0.00% | 0.30% | 0.98% | Q1 2021 | Q3 2023 | 9 |
Holloway Wealth Management, LLC | 8 | 8 | 1.14% | 1.89% | 2.73% | Q2 2020 | Q1 2022 | 8 |
Virtue Capital Management, LLC | 8 | 8 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.23% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Cedar Brook Financial Partners, LLC | 8 | 8 | 0.19% | 0.31% | 0.48% | Q4 2018 | Q3 2020 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q4 2015 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 1.33% | 2.54% | 3.75% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.10% | 0.13% | Q3 2021 | Q2 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.36% | 0.50% | 0.67% | Q4 2015 | Q3 2017 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 4 | 1 | 0.05% | 0.11% | 0.23% | Q2 2014 | Q4 2021 | 8 |
MONECO Advisors, LLC | 7 | 7 | 0.20% | 0.49% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.02% | 0.08% | 0.20% | Q1 2015 | Q1 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.12% | 0.31% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Keystone Financial Group | 5 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.13% | 0.29% | Q1 2015 | Q1 2020 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 2 | 0.05% | 0.18% | 0.36% | Q4 2014 | Q3 2016 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.20% | 0.35% | 0.64% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Venture Visionary Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q4 2014 | 6 |
Insight Advisors, LLC/ PA | 6 | 6 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 6 |
Wealth Advisory Solutions, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
SII INVESTMENTS INC/WI | 5 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 6 |
Investors Capital Advisory Services | 5 | 5 | 0.05% | 0.07% | 0.10% | Q2 2015 | Q2 2016 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.02% | 0.67% | 1.88% | Q4 2020 | Q3 2023 | 5 |
Brown Miller Wealth Management, LLC | 5 | 5 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q4 2021 | 5 |
Eukles Asset Management | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2017 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q2 2022 | 5 |
AVAII WEALTH MANAGEMENT, LLC | 5 | 5 | 2.81% | 3.74% | 4.59% | Q4 2021 | Q4 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Accuvest Global Advisors | 5 | 5 | 0.13% | 2.45% | 4.04% | Q1 2015 | Q1 2016 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Wealth Alliance Advisory Group, LLC | 5 | 5 | 2.64% | 3.11% | 3.27% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2015 | Q4 2016 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q2 2021 | 5 |
LexAurum Advisors, LLC | 3 | 2 | 0.97% | 1.13% | 1.32% | Q3 2018 | Q3 2021 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RDA Financial Network | 5 | 5 | 0.14% | 0.20% | 0.24% | Q1 2019 | Q1 2020 | 5 |
Triumph Capital Management | 5 | 5 | 0.21% | 0.55% | 0.72% | Q2 2021 | Q2 2022 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q2 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q3 2022 | 5 |
Sterling Manor Financial, LLC | 5 | 5 | 1.62% | 3.48% | 6.96% | Q4 2020 | Q4 2021 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 2.15% | 2.36% | 2.82% | Q4 2022 | Q3 2023 | 4 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Peak Capital Management LLC | 4 | 4 | 3.29% | 4.29% | 6.25% | Q2 2019 | Q1 2020 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2014 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Bancorp, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q1 2014 | 4 |
3D ASSET MANAGEMENT, INC | 4 | 4 | 0.43% | 0.43% | 0.44% | Q3 2013 | Q2 2014 | 4 |
Global Financial Private Capital, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Belpointe Asset Management LLC | 4 | 4 | 0.09% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Premia Global Advisors, LLC | 4 | 4 | 1.24% | 1.80% | 2.65% | Q2 2018 | Q1 2019 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.06% | 0.08% | Q3 2016 | Q2 2021 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.54% | 0.62% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.01% | 0.08% | 0.13% | Q2 2016 | Q1 2017 | 4 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.10% | 0.29% | Q4 2015 | Q1 2023 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.04% | 0.11% | Q2 2021 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.23% | 0.28% | 0.34% | Q2 2015 | Q4 2015 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.12% | 0.15% | 0.16% | Q2 2021 | Q4 2021 | 3 |
1776 Wealth LLC | 3 | 3 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q2 2020 | 3 |
Quantitative Advantage, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
DAYMARK WEALTH PARTNERS, LLC | 3 | 3 | 0.06% | 0.16% | 0.34% | Q1 2023 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 1 | 0.19% | 0.22% | 0.24% | Q1 2022 | Q4 2022 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
ALLIANCEBERNSTEIN L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q3 2023 | 3 |
PCG Wealth Advisors, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2022 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.44% | 0.58% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Harvest Investment Services, LLC | 3 | 3 | 0.67% | 0.88% | 1.02% | Q1 2021 | Q3 2021 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.53% | 0.68% | 0.77% | Q2 2020 | Q4 2020 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Hirtle Callaghan & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.56% | 0.66% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 0.29% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sweet Financial Partners, LLC | 2 | 2 | 0.43% | 0.47% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q4 2013 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 2 |
BREITER CAPITAL MANAGEMENT INC | 2 | 2 | 1.79% | 1.93% | 2.08% | Q4 2021 | Q1 2022 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
BARCLAYS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.42% | 0.52% | 0.63% | Q2 2023 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q2 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q1 2020 | 2 |
COMERICA BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.30% | 0.42% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.48% | 0.49% | 0.50% | Q4 2022 | Q1 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.31% | 0.35% | 0.39% | Q4 2018 | Q1 2019 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q1 2019 | Q2 2019 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2014 | Q1 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2018 | Q2 2018 | 1 |
ACG Wealth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2014 | Q1 2014 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 7.13% | 7.13% | 7.13% | Q2 2023 | Q2 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Golden State Equity Partners | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2021 | Q1 2021 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walkner Condon Financial Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own FIRST TR SML CP CORE ALPHA F or have owned FIRST TR SML CP CORE ALPHA F in the past.